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Tag "Equities"

Barometer: Omikrongolf zal aandelenkoersen niet doen dalen

Barometer: Omikrongolf zal aandelenkoersen niet doen dalen

🕔11:49, 18.Jan 2022

De omikronvariant van het coronavirus heeft misschien tot meer beperkingen geleid, maar het economische herstel blijft niettemin veerkrachtig. De aandelen lijken dan ook niet kwetsbaar voor een correctie. Asset-allocatie: De omikronvariant zal het herstel waarschijnlijk niet doen ontsporen Een nieuw

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Barometer: Omikrongolf zal aandelenkoersen niet doen dalen

Barometer: Omikrongolf zal aandelenkoersen niet doen dalen

🕔09:50, 17.Jan 2022

De omikronvariant van het coronavirus heeft misschien tot meer beperkingen geleid, maar het economische herstel blijft niettemin veerkrachtig. De aandelen lijken dan ook niet kwetsbaar voor een correctie. Een nieuw jaar, oude problemen? De snel verspreidende omikronvariant heeft geleid …

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The Aristotle List: 10 improbable but possible outcomes for 2022

The Aristotle List: 10 improbable but possible outcomes for 2022

🕔15:56, 11.Jan 2022

Uncommon truths  It is time to forget central scenarios and think about improbable but possible outcomes. Market sentiment is now mixed (thanks to the Fed), so our list of surprises contains something for everybody (these hypothetical predictions are our views

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EMEA-Listed ETF Flash Flows

EMEA-Listed ETF Flash Flows

🕔13:46, 11.Jan 2022

Asset Category ETFs posted nearly $10.2bn of net inflows in the first week of January. Flows were largely driven by Equity, which gathered $8.8bn Fixed Income gathered $1.4bn of net inflows, while Money Market exposures lost $119mn.

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Central banks: a successful hawkish turn

Central banks: a successful hawkish turn

🕔16:34, 10.Jan 2022

Omicron uncertainty; inflation certainty The resurgence of the virus cycle, central banks’ reactions to high inflation figures, and Evergrande’s unavoidable default have led to some volatility in the market, but these issues have not caused any major disruption. In the

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The case for active equities in the U.S.

The case for active equities in the U.S.

🕔13:18, 10.Jan 2022

Using a systematic approach to target consistent alpha Not just active, systematic active In decades past, investors have largely relied on information supplied by companies themselves to understand how business conditions and fundamentals were evolving.  Financial statements, meetings with management

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Expect strong but slowing economic growth in 2022

Expect strong but slowing economic growth in 2022

🕔12:16, 7.Jan 2022

High inflation could persist in 2022, but we’re not returning to the 1970s Inflation is like chewing gum. It’s sticky and flexible, and you definitely don’t want to step in it. For the past 30 years, investors in developed markets

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Value creation throughout market cycles

Value creation throughout market cycles

🕔10:52, 7.Jan 2022

UBP’s 30 Global Leaders Equity strategy offers an efficiently diversified exposure to 30 high and stable CFROI® (Cash Flow Return on Investment, source Credit Suisse HOLT) large cap companies. The strategy shows superior and resilient levels of value creation (CFROI®

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Preparing for an inflection in monetary policies looking ahead

Preparing for an inflection in monetary policies looking ahead

🕔11:26, 4.Jan 2022

MONTHLY INVESTMENT OUTLOOK Volatility returned to both equity and bond markets in November and December as equities exited earnings season and markets began to prepare for a change in Fed policies looking ahead. These pivots come amidst a renewed acceleration

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It is time to find out which companies have been swimming naked

It is time to find out which companies have been swimming naked

🕔12:10, 31.Dec 2021

A little bit over a year ago, President Biden was elected, and the cyclical recovery rally kicked into gear. Low-quality stocks (lower profitability, higher debt) that had particularly suffered earlier in 2020, benefitted the most and outperformed all other parts

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Money Monitor – November 2021

Money Monitor – November 2021

🕔08:45, 28.Dec 2021

In our latest Money Monitor report, we share a comprehensive analysis of flows in European openended funds and ETFs. We also look at the main investment trends observed over the past month.  Key takeaways: The increased anxiety brought by the

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A red wave at the US midterms?

A red wave at the US midterms?

🕔08:44, 27.Dec 2021

It’s a bit early to say how next year’s mid-term elections will go. That’s doubly true in terms of potential market implications. U.S. electoral history and some early signs in the data suggest that Republicans should do reasonably well in

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Investment Traffic Lights December 2021

Investment Traffic Lights December 2021

🕔09:15, 22.Dec 2021

New Omicron virus mutation and a hawkish Jerome Powell turned November into a rather negative month for most asset classes. Whether this is considered a good entry point largely depends on one’s assessment of Omicron and inflation. At this point

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Slower. But still pretty fast

Slower. But still pretty fast

🕔16:49, 21.Dec 2021

Recovery, risks and relationships Looking back over the last couple of years, it seems that while so much in our world has changed, much has remained the same. Yet we’ve learned a few lessons along the way. We seem to

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Shooting the rapids

Shooting the rapids

🕔15:07, 21.Dec 2021

Our macroeconomics and markets sections highlight that: While some production constraints will remain well into 2022, they will be resolved eventually, enabling economies to revert to trend growth rates without generating higher inflation. Substantial accumulated household savings mean consumers have

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Q3 earnings season: results better than expected but doubts remain about next year

Q3 earnings season: results better than expected but doubts remain about next year

🕔12:41, 21.Dec 2021

CROSS ASSET Investment Strategy The “real” puzzle Central banks are sticking to their temporary inflation narrative, even though the latest CPI readings support the “sticky” narrative. We think, investors should look for ‘real’ returns in credit offering higher yields, together

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A bumpy ride higher for equities

A bumpy ride higher for equities

🕔10:00, 21.Dec 2021

We entered 2021 with the prospect of new vaccines taming Covid-19 and that effort proved transformative in developed markets. The coronavirus persists, however, and its impact will continue to be felt in 2022 as the pandemic plays out. New therapies

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European equities: Stock selection guided by razor-sharp research will be the holy grail

European equities: Stock selection guided by razor-sharp research will be the holy grail

🕔14:17, 17.Dec 2021

2021 was a year of booming markets which were in danger of overheating before the Omicron Covid-19 variant came along. A profit boom on both sides of the Atlantic has supported equity markets, with the US looking exceptionally strong in

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2022 Outlook: The recovery continues in the near term

2022 Outlook: The recovery continues in the near term

🕔16:25, 16.Dec 2021

From pandemic to endemic  IN SHORT Although lower than in 2021, we expect growth to remain above its long-term target Inflation should broadly subside over the course of next year as supply-demand mismatches get resolved and labour market tightness eases

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Monthly market and signal update – December 2021

Monthly market and signal update – December 2021

🕔16:45, 14.Dec 2021

Market recap: Global equities initially rallied, but later dropped towards the month-end on fears of the COVID-19 variant, Omicron. Global bonds rallied over …

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Barometer: Het beleggingslandschap in 2022

Barometer: Het beleggingslandschap in 2022

🕔09:18, 9.Dec 2021

Hoewel obligaties het moeilijk zullen hebben bij een stijging van de rente, zouden aandelen een behoorlijk eencijferig rendement moeten genereren, omdat sterke bedrijfswinsten een daling van de winstveelvouden van aandelen compenseren.

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2021 Q4 Capital Market Assumptions

2021 Q4 Capital Market Assumptions

🕔08:10, 9.Dec 2021

Summary Q3 2021 Developments Informing Our Long-Term (10-Year) Forecasts: A robust global recovery from the pandemic-induced downturn continued in the third quarter despite speed bumps from the COVID-19 Delta variant spreading around the world. The U.S. economy grew 6.6% in

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Rebuilding USD and duration exposure going into year-end

Rebuilding USD and duration exposure going into year-end

🕔15:49, 8.Dec 2021

ADDING RESILIENCE INTO PORTFOLIOS   Global economy / Asset allocation Facing energy and inflation shocks, global activity is expected to moderate in the coming quarters. Downside risks to growth have grown due to lower visibility, the global energy shock leading to

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Constructing a Chinese Equities Portfolio

Constructing a Chinese Equities Portfolio

🕔13:07, 8.Dec 2021

China Unexplored Portfolio Specialist, Rob Secker, looks at ways in which active investors can exploit market inefficiencies and construct a Chinese equity portfolio. We look at how investors can exploit market inefficiencies and extract value from China’s investment universe. China is

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EMEA-Listed ETF Flash Flows

EMEA-Listed ETF Flash Flows

🕔16:10, 7.Dec 2021

Asset Category ETFs suffered net outflows of $996mn last week amid elevated market uncertainty. Equity weathered net outflows of $856mn while Fixed Income lost $653mn. Investors favoured Commodity, which gathered $327mn, and Money Market exposures which took in $122mn. Equity

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The role bonds play in a portfolio

The role bonds play in a portfolio

🕔01:02, 3.Dec 2021

Building a resilient and balanced portfolio should be a priority for many investors in today’s environment of heightened financial market uncertainty and volatility across a range of asset classes, including equities. With that in mind, now’s a perfect time to

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Hot inflation data cool equity markets

Hot inflation data cool equity markets

🕔14:17, 1.Dec 2021

Hotter-than-expected inflation data took its toll on equity indexes within developed markets last week. Notably, the S&P 500 fell -0.3%, ending its streak of five weekly consecutive gains. The DJIA and tech-heavy NASDAQ fell -0.6% and -0.7%, respectively. The MSCI

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Respecting Three Centuries of Correlation

Respecting Three Centuries of Correlation

🕔15:12, 27.Nov 2021

In brief In recent decades, negative correlations between stocks and bonds have been a tailwind for asset allocators, but negative correlations have been the historical exception, not the rule. Investors may need to change their expectations given the potential for

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Earnings momentum and a change in central bank tone

Earnings momentum and a change in central bank tone

🕔12:26, 23.Nov 2021

Supply chain constraints and higher input prices has led to worries that the transitory inflation story may last longer than anticipated. Markets have now become concerned that higher-than-expected inflation may incentivize Central Banks to increase the speed of future monetary

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The Great Inflation, Factors, and Stock Returns

The Great Inflation, Factors, and Stock Returns

🕔08:17, 22.Nov 2021

“Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man.” — Ronald Reagan Inflation is an amorphous concept that generally refers to the sustained increase in the general level of

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The pace of the global economic recovery

The pace of the global economic recovery

🕔14:15, 15.Nov 2021

Market updates – 5 November 2021: Following September’s decline, US equities came back strongly in October following a better than expected Q3 results season. The month saw the S&P 500 up by 6.9% with a 3% gain in the last

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November Investment Traffic Lights

November Investment Traffic Lights

🕔11:57, 15.Nov 2021

CIO View October has seen new record highs and record returns Events were less friendly to bonds, as inflation fears are prompting central banks to act sooner than expected Many investors are hopeful of the traditional year-end rally, but the

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Be strategic when realizing tax losses

Be strategic when realizing tax losses

🕔10:42, 12.Nov 2021

The routine for many investors is to harvest losses in December. But end-ofyear harvesting could mean missed opportunities. There are many possible reasons why investors decide to harvest tax losses at the end of the year. Perhaps they take pride

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Long-term outlook: World macro economy

Long-term outlook: World macro economy

🕔10:33, 12.Nov 2021

A key factor in the past year has been the unprecedented fiscal and monetary support. The initial economic impact of the Covid-19 pandemic and the subsequent rebound have been different for many countries. As the pandemic started in China, that

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Eurozone: A new chapter

Eurozone: A new chapter

🕔14:36, 10.Nov 2021

Outlook: Uneven, but strong recovery We expect the Eurozone to grow strongly during the remaining part of 2021 and into 2022. However, this growth is mainly a catch-up from the large fall during the pandemic. So high growth numbers shouldn’t

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The winner takes it all.

The winner takes it all.

🕔10:42, 9.Nov 2021

US equities printed a new high as we end October while bonds remain mired in volatility with yields near their highs for the last 12 months – see chart of the week. Meanwhile, risk markets in fixed income are locked

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Growing pains – strong demand, constrained supply and elevated inflation

Growing pains – strong demand, constrained supply and elevated inflation

🕔16:39, 3.Nov 2021

House View Q4 2021 The course of economic recoveries and expansions never runs completely smoothly. Businesses need to adjust to the changing environment and are just as likely to be surprised by the strength of demand as by any unexpected

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Strong week for global equities

Strong week for global equities

🕔15:38, 28.Oct 2021

Weekly Economic Perspectives:  The Fed is poised to taper asset purchases imminently. Although language in the September meeting minutes maintained some optionality between mid-November and mid-December as start points, we suspect the earlier timeline is more likely. There really is

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Sector & Equity Compass Q4 2021

Sector & Equity Compass Q4 2021

🕔05:08, 27.Oct 2021

Flows Overview. Demand for equities remained positive through last quarter, even as the market became more volatile. ETF investments showed net inflows into the majority of categories. Institutional investor flows showed different trends to sector ETFs in their pursuit of

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Burning US$5 bills

Burning US$5 bills

🕔08:03, 21.Oct 2021

Allocation views When faced with tough choices, we are inclined to limit the damage that is suffered. This is human instinct—a survival mechanism of sorts. It also brings to mind an old quip that portfolio managers use when considering outperforming

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AA Q4 outlook: pushing through bottlenecks

AA Q4 outlook: pushing through bottlenecks

🕔14:40, 20.Oct 2021

We are marginally more cautious as the Chinese economy becomes unsettled and supply-chain issues persist, but retain our belief that we are in the middle of the cycle, not approaching the end. After cruising along for months, the S&P 500

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The Red Dragon Is Breathing Fire. Will the Rest of World Get Roasted?

The Red Dragon Is Breathing Fire. Will the Rest of World Get Roasted?

🕔10:40, 20.Oct 2021

Voya Multi-Asset Perspectives Multiple forces conspired to reduce the outlook for U.S. and global growth over the last three months. Equity market pricing reset lower in September, as Covid continued to confound health experts and frustrate those anxious to resume

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More Predictably Unpredictable

More Predictably Unpredictable

🕔08:05, 20.Oct 2021

Global Asset Allocation: The View From Europe After a crackdown on internet technology and educational companies last month, risks continue to emerge out of China, including the potential fallout in its massive real estate sector following missed debt payments by

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With growth and policy, which matters more: Level or change?

With growth and policy, which matters more: Level or change?

🕔14:18, 16.Oct 2021

Asset Allocation Fourth Quarter 2021 KEY POINTS The level of growth and the level of policy support remain supportive but have declined marginally, leaving us pro-risk still but less so. Within equities, we prefer Europe, where economic fundamentals are improving and

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Give us a good old villain to bring out the best in you

Give us a good old villain to bring out the best in you

🕔11:27, 16.Oct 2021

Investors’ Outlook October 2021 “Envelopes please… and the winner is… Wall Street.” This is the result of our recent allocation review that saw us overweight US stocks at the expense of European ones. The slight change doesn’t alter our overall

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Hout: duurzame én innovatieve belegging

Hout: duurzame én innovatieve belegging

🕔13:55, 15.Oct 2021

Zowel het momentum als de vooruitzichten op lange termijn zijn gunstig voor beleggingen in de brede waardeketen rond hout. Van de aanplanting van bossen tot de verwerking van hout tot enkele van de meest innovatieve materialen.  De Timber-strategie van Pictet

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Podcast: Good Momentum for Value and ESG investing

Podcast: Good Momentum for Value and ESG investing

🕔09:19, 15.Oct 2021

A compelling investment opportunity: Japanese equities offer attractively priced and more visible earnings growth for 2021 and beyond. Nevertheless, Japanese equities are currently trading at a discount to global equities. And Japan equity markets have outpaced major developed market equities both in 2020 and year-to-date in 2021 as the world seeks to transition to a post-pandemic recovery.

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How to harness the emerging market ‘triple premium’

How to harness the emerging market ‘triple premium’

🕔08:22, 15.Oct 2021

In this quickfire Q&A, Yoram Lustig, Head of Multi-Asset Solutions, EMEA, outlines the compelling reasons why investors should consider a strategic allocation to emerging market equities – as well as the benefits of employing active management in this increasingly diverse

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Inflation, no time to die

Inflation, no time to die

🕔21:08, 13.Oct 2021

IN SHORT Inflation concerns have picked up again as price pressures mount. Talks regarding tapering continue to intensify. Yields have surged globally following the more hawkish tone of central banks and questions regarding the transitory nature of inflation. Equity markets

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The wall of worry only gets higher

The wall of worry only gets higher

🕔07:54, 13.Oct 2021

Multi Asset Quarterly: Economic outlook The economic normalization continues, although at an uneven pace following the long Covid-related shutdowns. Further severe lockdowns look unlikely in most Western countries. Supply chain bottlenecks are blurring the near-term macro visibility. Inflation numbers have risen

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